See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,325 | $67,166-23.6% | $57,343-10.5% | $55,191-7.0% |
| Participation rate | 97.1% | 77.7%+19.4pp | 75.1%+22.0pp | 69.2%+27.9pp |
| Annual return | 2.36% | 4.22%-1.9pp | 24.39%-22.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $1,417 | $2,812-49.6% | $2,689-47.3% | $1,899-25.4% |
| Participant deferral / active EE | $2,433 | $2,835-14.2% | $3,162-23.1% | $3,046-20.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |